C2C Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW C2C Wealth Management, LLC | Institutional Filer | ▼ 0.33% | $118.2M | 92 |
Current Portfolio Holdings
Showing all 92 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 39K | $9.9M | 8.41% |
| 2 | IVV | ISHARES TR | — | 13K | $8.5M | 7.21% |
| 3 | CVX | Chevron Corporation | Energy | 36K | $7.4M | 6.25% |
| 4 | UTF | COHEN & STEERS INFRASTRUCTUR | — | 277K | $7.2M | 6.07% |
| 5 | XLK | Technology Select Sector SPDR Fund | — | 46K | $6.2M | 5.22% |
| 6 | MSFT | Microsoft Corporation | Technology | 16K | $6.1M | 5.16% |
| 7 | IWM | iShares Russell 2000 ETF | — | 20K | $5.0M | 4.25% |
| 8 | IBM | International Business Machines Corporation | Technology | 19K | $4.5M | 3.84% |
| 9 | IJH | ISHARES TR | — | 49K | $3.3M | 2.79% |
| 10 | ETY | EATON VANCE TAX-MANAGED DIVE | — | 230K | $3.2M | 2.68% |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | — | 45K | $2.9M | 2.43% |
| 12 | EPD | Enterprise Products Partners L.P. | Energy | 66K | $2.5M | 2.12% |
| 13 | AGG | ISHARES TR | — | 23K | $2.3M | 1.95% |
| 14 | IJK | ISHARES TR | — | 19K | $2.0M | 1.66% |
| 15 | IJJ | ISHARES TR | — | 14K | $1.9M | 1.57% |
Showing 1 to 15 of 92 holdings